Are you doing what you need to do now to identify, protect, manage and harvest your business' value as you prepare to enter your next phase in life? We remove the fluff and provide the steps to using your business in your retirement.

  • Estimate your retirement needs;

  • Easily protect your business' value from unplanned disruptions;

  • Confidently identify the right team of advisors to ensure transition success;

  • Quickly value your business and learn how to sell it at its fair market price or higher.

Curriculum

What's Covered in the Course?

  • 1

    Instructions to Navigate the Course

    • Where to Find Everything
  • 2

    WELCOME TO THE COURSE!

  • 3

    THE COMPLETE FORMULA

  • 4

    MODULE 1: FOUNDATION

  • 5

    MODULE 2: PROTECTION

  • 6

    INTERLUDE: Checkpoint

    • INTERLUDE Overview

    • INTERLUDE Presentation*
  • 7

    MODULE 3: TRANSFERRING THE BUSINESS

    • ABOUT MODULE 3

      FREE PREVIEW

    • TRANSFER Overview

    • TRANSFER Presentation*

    • TRANSFER Recap

    • Succession Conversation Journey (Downloadable)

    • Successor Evaluation (Downloadable)
  • 8

    MODULE 4: SELLING THE BUSINESS

  • 9

    BONUS

    • ABOUT OUR BONUSES!

      FREE PREVIEW

    • BONUS 1: FREE BOOK - The 5 Critical Succession Conversations

    • BONUS 2: CONVERSATION GUIDE - Foundation Conversation

    • BONUS 3: Private 1:1 Consultation

    • Course Feedback Survey

    • MORE, just for you...

Francis Jacob

This course has far exceeded my expectations - and my expectations were high! The content was easy to follow and implement. The format is dynamic, relevant and practical. This experience has left me feeling confident in leading my company to the next phase.

Stephen Williams

Retirement for Business Owners offers a user friendly format to learn from experts who enhance my skills as a business owner. Glad I made the investment.

PD

A detailed overview all of the information needed to make one of the most important decisions as a business owner: the exit. In particular, I enjoyed the layout of the material and the practical exercises for each stage. Highly Recommend!

Barbara D.

Good course for people deciding on what to do with the business. All of the information for the various components of a business owner's journey to retirement in one place. Thank you!

GB

Good course. Might be interesting for them to do a follow up focused on specialities; for example for medical professionals.

Frequently Asked Questions

  • What exactly is Retirement for Business Owners?

    Retirement for Business Owners is an online course for business owners preparing for their retirement. It is essential that we set you up with the proper tools AND teach you how to use them to ensure you will be successful in confidently planning for the future of your business. The entire course has 3 learning formats: VIDEO (for on-screen tutorials and presentations – not just the instructor talking to a screen!); AUDIO; and TEXT. Everything is taught online. You won't need to install anything! All you need is a device with an internet connection, and you'll find everything online once you log in to the course platform.

  • Is the Retirement for Business Owners course for me?

    Participants in the Retirement for Business Owners are diverse in terms of experience level, company size, education and industry. This course is for you if you: - Want to start planning for retirement but want step-by-step guidance; - Need to decide on what to do with their business - whether to sell, transfer, close or something else; - Are confused about which professionals they really need to hire and which they don’t; - Want to save time and money with done-for-you templates, how-to videos, checklists, workbooks; or - Prefer easy-to-follow direction in one central place

  • How much time do I have to complete the course?

    There is no time limit to complete the course. Work at your own pace. Access is for your lifetime and the course materials are for you to keep. Breaks in between may be necessary to perform the exercises. Whenever you’re ready, the course will always be there for you to access.

  • I may not be from the same country as the other participants, will the material still apply?

    The information that we present is comprehensive but general enough to apply to all business owners regardless of where they live. We do not provide legal, financial or accounting advice although we indicate which areas require legal, financial, tax or accounting, etc review.